Commercial Lines (P&C) Customer Service Representative

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    "url": "https://recruiting.paylocity.com/recruiting/jobs/Details/4116371/Associated-Agencies/Commercial-Lines-P-and-C-Customer-Service-Representative",
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    "html_title": "Associated Agencies - Commercial Lines (P&C) Customer Service Representative",
    "description_html": "<p><em><strong>A career with Associated means an opportunity with an employer that offers:</strong></em>&nbsp;</p><ol><li><strong>Stability</strong> – 130-year-old privately held insurance brokerage and risk advisory firm.&nbsp;</li><li><strong>Culture</strong> – We are committed to creating a family-oriented environment. &nbsp;</li><li><strong>Investing in talent</strong> – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.&nbsp;</li><li><strong>A winning team</strong> – Delivered over 10% growth of both revenue and headcount every year for the past five years.&nbsp;</li><li><strong>Flexibility</strong> – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.&nbsp;</li><li><strong>Access to senior leadership</strong> – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team. &nbsp;&nbsp;</li><li><strong>Benefits</strong> – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.&nbsp;</li></ol><p><em><strong>The Role- What you’ll do as a Commercial Lines (P&amp;C) Customer Service Representative:</strong></em>&nbsp;</p><ul><li>Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance.</li><li>Fulfilling MVR requests and ordering E-Mods&nbsp;</li><li>Preparing renewal applications</li><li>Preparing applications</li><li>Emailing signed forms to carrier/underwriter</li><li>Monitoring receipt of policies</li><li>Prepare policies for delivery</li><li>Obtaining loss experience on all lines of coverage on all accounts&nbsp;</li><li>Initiating and following-up on policy changes with various carriers and check when complete&nbsp;</li><li>Reviewing and assisting with resolving audit disputes&nbsp;</li><li>Setting up new clients in client management system&nbsp;</li><li>Monitoring receipt of renewal policies&nbsp;</li><li>Preparing client presentations&nbsp;</li><li>Sending all documentation to scan, and maintaining files in client management system&nbsp;</li><li>Invoicing, including:&nbsp;</li><li>Updating billing screens</li><li>Obtaining finance agreement quotes</li><li>Setting up new applications and updating applications in client management system&nbsp;</li><li>Agent of Record Letters</li><li>Supports AM &amp; AE – Provides updates once policy is bound</li><li>Obtaining online quotes for Flood Policies&nbsp;</li></ul>",
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      "datePosted": "2026-04-24T20:29:30-05:00",
      "description": "<p>Description</p><p><em><strong>A career with Associated means an opportunity with an employer that offers:</strong></em> </p><ol><li><strong>Stability</strong> – 130-year-old privately held insurance brokerage and risk advisory firm. </li><li><strong>Culture</strong> – We are committed to creating a family-oriented environment.  </li><li><strong>Investing in talent</strong> – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. </li><li><strong>A winning team</strong> – Delivered over 10% growth of both revenue and headcount every year for the past five years. </li><li><strong>Flexibility</strong> – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. </li><li><strong>Access to senior leadership</strong> – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.   </li><li><strong>Benefits</strong> – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks. </li></ol><p><em><strong>The Role- What you’ll do as a Commercial Lines (P&C) Customer Service Representative:</strong></em> </p><ul><li>Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance.</li><li>Fulfilling MVR requests and ordering E-Mods </li><li>Preparing renewal applications</li><li>Preparing applications</li><li>Emailing signed forms to carrier/underwriter</li><li>Monitoring receipt of policies</li><li>Prepare policies for delivery</li><li>Obtaining loss experience on all lines of coverage on all accounts </li><li>Initiating and following-up on policy changes with various carriers and check when complete </li><li>Reviewing and assisting with resolving audit disputes </li><li>Setting up new clients in client management system </li><li>Monitoring receipt of renewal policies </li><li>Preparing client presentations </li><li>Sending all documentation to scan, and maintaining files in client management system </li><li>Invoicing, including: </li><li>Updating billing screens</li><li>Obtaining finance agreement quotes</li><li>Setting up new applications and updating applications in client management system </li><li>Agent of Record Letters</li><li>Supports AM & AE – Provides updates once policy is bound</li><li>Obtaining online quotes for Flood Policies </li></ul><p>Requirements</p><ul><li>Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint </li><li>Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions </li><li>Demonstrates initiative with a willingness to learn and develop professionally </li><li>1+ years of experience preferred </li><li>Illinois P&C License preferred or required after employment </li></ul><p><em><strong>Associated Benefits:</strong></em></p><ul><li><a href=\"https://assocagencies.com/careers/\" target=\"_blank\">Click HERE for benefits</a> </li><li>Bonus eligibility</li><li>Hybrid work schedule</li><li>$55,000.00 - $60,000.00</li><li>#Li-hybrid </li></ul><p><br/></p>",
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    "requirements_html": "<ul><li>Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint&nbsp;</li><li>Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions&nbsp;</li><li>Demonstrates initiative with a willingness to learn and develop professionally&nbsp;</li><li>1+ years of experience preferred&nbsp;</li><li>Illinois P&amp;C License preferred or required after employment&nbsp;</li></ul><p><em><strong>Associated Benefits:</strong></em></p><ul><li><a href=\"https://assocagencies.com/careers/\" target=\"_blank\">Click HERE for benefits</a>&nbsp;</li><li>Bonus eligibility</li><li>Hybrid work schedule</li><li>$55,000.00 - $60,000.00</li><li>#Li-hybrid&nbsp;</li></ul><p><br></p>",
    "requirements_text": "Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint\n Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions\n Demonstrates initiative with a willingness to learn and develop professionally\n 1+ years of experience preferred\n Illinois P&C License preferred or required after employment\n Associated Benefits:\n Click HERE for benefits\n Bonus eligibility\n Hybrid work schedule\n $55,000.00 - $60,000.00\n #Li-hybrid"
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